Key Points
- TransUnion EVP Heather Russell sold 1,983 shares at $80 on April 21 for $158,640, cutting her stake by 4.83%; the transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
- TransUnion beat quarterly expectations with EPS of $1.07 and revenue of $1.17B (revenue up 13% YoY) and issued FY2026 EPS guidance of 4.63–4.71 (Q1 guidance 1.08–1.10).
- The company raised its quarterly dividend to $0.125 (annualized $0.50, yield 0.7%), and analysts hold a consensus "Moderate Buy" rating with an average target of $92.53.
TransUnion (NYSE:TRU - Get Free Report) EVP Heather Russell sold 1,983 shares of TransUnion stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total value of $158,640.00. Following the transaction, the executive vice president owned 39,080 shares in the company, valued at $3,126,400. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
TransUnion Price Performance
NYSE TRU opened at $73.93 on Thursday. The company has a market capitalization of $14.26 billion, a PE ratio of 31.87, a price-to-earnings-growth ratio of 1.38 and a beta of 1.71. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The business's fifty day moving average is $72.87 and its 200 day moving average is $78.80. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.
TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts' consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company's revenue was up 13.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Sell-side analysts predict that TransUnion will post 4.21 earnings per share for the current year.
TransUnion Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were given a $0.125 dividend. The ex-dividend date was Thursday, February 26th. This is an increase from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion's dividend payout ratio (DPR) is currently 21.55%.
Wall Street Analysts Forecast Growth
A number of equities analysts have weighed in on the stock. Robert W. Baird set a $107.00 price target on shares of TransUnion in a research report on Friday, February 13th. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research report on Saturday, April 18th. New Street Research set a $100.00 target price on TransUnion in a research report on Wednesday, March 11th. Mizuho initiated coverage on TransUnion in a research report on Thursday, April 16th. They set a "neutral" rating and a $80.00 target price for the company. Finally, Needham & Company LLC cut their target price on TransUnion from $115.00 to $95.00 and set a "buy" rating for the company in a research report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $92.53.
Read Our Latest Report on TransUnion
Institutional Trading of TransUnion
Institutional investors and hedge funds have recently bought and sold shares of the stock. Eagle Bay Advisors LLC bought a new stake in TransUnion in the 4th quarter valued at $25,000. Board of the Pension Protection Fund bought a new stake in TransUnion in the 4th quarter valued at $26,000. Geneos Wealth Management Inc. increased its holdings in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. True Wealth Design LLC increased its holdings in TransUnion by 200.8% in the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider's stock valued at $31,000 after acquiring an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased its holdings in TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider's stock valued at $32,000 after acquiring an additional 220 shares during the last quarter.
TransUnion Company Profile
(
Get Free Report)
TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.
The company's offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.
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